ABOUT THIS FUND
SSCP aims for long-term capital appreciation by investing in small-cap US companies. The actively managed ETF considers US-domiciled companies listed on US exchanges, typically with market capitalizations between $300 million and $2 billion with share prices above $5, representing a universe of approximately 1,200 securities. The selection process employs a multi-step quantitative and fundamental approach using third-party stock evaluation tools. From qualified stocks in the investment universe, the fund identifies the top 50% based on an evaluation of stock price momentum and a fundamental analysis of each companys overall financial health and business outlook, with each factor weighted equally. The fund then ranks securities based on the most recent quarter-over-quarter earnings growth, retaining the top 25% that meet liquidity requirements. This process results in a concentrated portfolio of 30 to 45 securities deemed to possess strong growth potential, sound financials, and sufficient market liquidity.
